NEPC helps its clients identify the best 529 plan type for a given organizational structure. Nearly every state offers a 529 program that differs in terms of accessibility, investments, tax benefits, administration, communications and fees. While the tax benefits may be an overwhelming consideration in some states, other states do not offer significant tax incentives to participate in their proprietary program. We help clients cut through the vast variety of 529 plan providers and differing state policies to select and implement the plan type that will be best for their given organizational structure and needs.
Our services include:
- Service provider searches
- Initial evaluation of investment programs
- On-going monitoring of program investment options to ensure consistency of the investment process and that options meet or exceed stated benchmarks and peer groups
- Review of education and communications strategies to ensure the maximum benefit to all employees
- Fee analysis to ensure the best cost/benefit relationship
For more information on 529 College Savings Plans, please contact:
Robert J. Fishman, CFA
Partner
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